Managers of Wealth Americas

Appleby Report on the CLO Market (July - December 2014)

Welcome to our latest Appleby report which provides data, insight and analysis on the global Collateralised Loan Obligation (CLO) market.

CIBC again named one of North America's most engaged workplaces

CIBC Achiever's, a U.S.-based company that specializes in employee rewards and recognition, annually identifies companies that show leadership in developing innovative employee engagement practices in the workplace.

SS&C GlobeOp Hedge Fund Performance Index and Capital Movement Index

The gross return of the SS&C GlobeOp Hedge Fund Performance Index for December 2014 measured 0.11%.

Bad things J.P. Morgan’s results are telling its investment banking employees

Compensation costs at J.P.’s CIB fell 4% last year

PNC Bank's Givens bucks trend of women leading wealth management operations

Givens is not on a life mission to enhance gender diversity in wealth management

3 Signs Your Mutual Fund Is Hosing You

Mutual funds are a beautiful device. With a single purchase, investors can be part owner of a collection of hundreds of investments, allowing them to have diversified portfolios, even with a modest investment of less than $1,000.

North American banks disillusioned with big data analytics - Aite survey

Despite the hype surrounding big data, three quarters of North American bankers are dissatisfied with analytics technology, according to research from Aite Group

Morgan Stanley's Underappreciated Piece

The key drivers of Morgan Stanley's earnings have drastically changed over the past several years.

Some financial advisers abandon asset-based fees

Financial adviser James Osborne had an "aha!" moment when a client discovered that his single largest expense was the $40,000 asset management fee on his $5 million portfolio

Mercer identifies 10 priorities Wealth Management Firms should consider in 2015

Mercer has identified 10 priorities that wealth management advisors should consider to best serve their clients in 2015, and to help them stand out in an increasingly competitive environment.

Affluent Investors Consider Wealth Management

Wealth management services are too expensive to many affluent investors.

Northern Trust Survey: Investors Increasingly Demanding Regulatory Compliant Products

More than a quarter of fund managers and consultants surveyed at a Northern Trust seminar on regulation said they believed investors in funds are now demanding products fully compliant with new regulations.

Three Characteristics of Top-of-the-Line Wealth Management

Successful wealth management entails a collaborative relationship between an individual (or family) and the highly specialized professionals

Teaching The Wealthy To Fight Back

When it comes to the wealthy protecting themselves and their loved ones, the logical set of actions is to carefully evaluate their situations and install the appropriate safeguards.

Will 2015 see more women on corporate boards?

This year, companies whose shares trade on the TSX must explain what actions they’re taking to recruit women directors and senior executives

The Greater Success Of Extroverted Single-Family Offices

That’s not to say that the other four are failing.

Regulatory predictions for 2015

Davis Polk lawyers believe Volcker rule will dominate first half

Family Office Report Card

Wondering how your family office stacks up against others around the world?

Baltimore's top banking executives seeing green in 2015

Banking leaders are feeling good about the Baltimore-area economy heading into 2015.

15% increase in high net worth individuals

The study released by Wall Street Journal’s brand partner Sotheby’s International Realty, confirmed the importance of lifestyle as a factor in a real estate purchase

Comment, Analysis & Research